Morningstar

MFS West Virginia Municipal Bond Fund Class B MBWVX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 10.16  /  −0.10 %
  • Total Assets 82.5M
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level High
  • Share Class Type Deferred Load
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 2.44%
  • Effective Duration 7.44 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:31 AM GMT+0

Morningstar’s Analysis MBWVX

Will MBWVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBWVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MBWVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MBWVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS WV Municipal Bond B holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MBWVX

More MBWVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WEST VIRGINIA ST 5%

2.57 2M
municipal

MORGANTOWN W VA 5%

2.55 2M
municipal

WEST VIRGINIA UNIV REVS 5%

2.49 2M
municipal

WEST VIRGINIA ST HOSP FIN AUTH HOSP REV 4%

2.45 2M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

2.24 2M
municipal

WEST VIRGINIA ST WTR DEV AUTH WTR DEV REV 5%

1.80 1M
municipal

Currency Cash CASH_USD

1.76 1M
Cash and Equivalents

WHEELING W VA WTRWKS & SEW SYS REV 4%

1.66 1M
municipal

WEST VIRGINIA ST 5%

1.62 1M
municipal

MARSHALL UNIV W VA UNIV REVS 4%

1.59 1M
municipal

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